GWM
GSB Wealth Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,888
| Closed | -$229K | – | 241 |
|
|
2024
Q3 | $229K | Sell |
2,888
-874
| -23% | -$69.4K | 0.06% | 203 |
|
|
2024
Q2 | $291K | Buy |
3,762
+843
| +29% | +$65.1K | 0.08% | 180 |
|
|
2024
Q1 | $226K | Buy |
2,919
+13
| +0.4% | +$1.01K | 0.06% | 202 |
|
|
2023
Q4 | $225K | Buy |
2,906
+5
| +0.2% | +$387 | 0.07% | 196 |
|
|
2023
Q3 | $218K | Sell |
2,901
-455
| -14% | -$34.2K | 0.07% | 189 |
|
|
2023
Q2 | $254K | Sell |
3,356
-6,577
| -66% | -$498K | 0.08% | 180 |
|
|
2023
Q1 | $757K | Sell |
9,933
-16,722
| -63% | -$1.27M | 0.25% | 119 |
|
|
2022
Q4 | $2M | Sell |
26,655
-69,831
| -72% | -$5.25M | 0.72% | 50 |
|
|
2022
Q3 | $7.17M | Sell |
96,486
-9,583
| -9% | -$712K | 2.6% | 1 |
|
|
2022
Q2 | $8.09M | Sell |
106,069
-21,962
| -17% | -$1.67M | 2.76% | 1 |
|
|
2022
Q1 | $10M | Sell |
128,031
-25,009
| -16% | -$1.95M | 2.92% | 1 |
|
|
2021
Q4 | $12.4M | Sell |
153,040
-6,428
| -4% | -$522K | 3.57% | 1 |
|
|
2021
Q3 | $13.1M | Sell |
159,468
-33,893
| -18% | -$2.79M | 6.75% | 1 |
|
|
2021
Q2 | $16M | Sell |
193,361
-82,490
| -30% | -$6.82M | 4.98% | 1 |
|
|
2021
Q1 | $22.8M | Buy |
+275,851
| New | +$22.8M | 7.57% | 1 |
|